Edward Jones - Financial Advisor: Scott J Roppe, CFP®

5.0
8 reviews

About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Scott J Roppe, CFP®
1102 S River St, Spooner, WI
54801, United States

Hours

Reviews

5.0
8 reviews
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8
4 stars
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  • BB
    Bruk S (Bruk)
    Aug 16, 2022
    5.0
    I have over 10 securities and crypto trading apps that I interact with daily. The Edward Jones app (my favorite) is user friendly and has tons of information, research tools, and it's useful for any type investor. The app is the best. (And if it glitches, you just call them) There's no being on hold or spinning in circles trying to get someone on the phone. Few have live customer support. Jones does. Tina is the Branch Office Administrator. She is a pleasure to speak with. Her patience, friendliness, energy and fun demeanor make my day. She walks me through updating my information and goes above and beyond and is a wonderful asset at EJ. (Note: when she asks if you're single, she's just checking for your beneficiaries, and not trying to hit on you.) Scott is the most down to Earth, polite and genuine person I've known. I've known Scott since 2006. He's intelligent, cool under pressure, and extremely helpful. His office may be one of the only places that answers the phone. Scott and Tina's commitment to customer service will spoil you. Bottom line: I do have other portfolio's but they're only temporary--My Edward Jones is forever; investments, life insurance, money market savings, estate planning and tax help. Whether you're funding your IRA with $50 a month, or $100,000 per year, Scott has you covered- our success is his reward.
  • TT
    TWW
    Apr 14, 2022
    5.0
    Great customer service.
  • JE
    Jeff Evans
    Jan 21, 2022
    5.0
    We highly recommend Scott to handle any of your financial planning needs. He is incredibly hard working, honest, and genuine with excellent attention to detail. If you're looking for someone to trust with your financial future, give him a call.
  • TS
    TIM SOLTAU
    Jul 13, 2021
    5.0
    A+ customer care and service. Scott Robbe and Tina Phelps made my financial funds transfer/rollover a very effortless experience on my part. I would highly recommend their services and look forward to Edward Jones oversight in my future. Thank you.
  • KM
    Kellie Meisner
    Jan 15, 2021
    5.0
    Scott is an awesome person to work with. Very friendly and knows is stuff.

Frequently Asked Questions About Edward Jones - Financial Advisor: Scott J Roppe, CFP®

What investment services does Edward Jones - Financial Advisor: Scott J Roppe offer?

Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock and bond brokerage.

What are the office hours for Edward Jones - Financial Advisor: Scott J Roppe?

The office is open Monday through Friday, from 8:00 AM to 4:30 PM, and closed on weekends.